Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 5 |
| 1 month | -0.026 | 0 | 15 |
| 3 months | 0.032 | 0 | 5 |
| 1 year | 0.099 | 0 | 12 |
| 3 years | 0.079 | 0 | 13 |
| 5 years | 0.130 | 0 | 25 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.110 | — |
| 2023 | 0.098 | — |
| 2022 | -0.042 | — |
| 2021 | 0.189 | — |
| 2020 | -0.108 | — |
| 2019 | 0.201 | — |
| 2018 | -0.100 | — |
| 2017 | 0.079 | — |
| 2016 | 0.164 | — |
| 2015 | 0.010 | — |
| 2014 | 0.031 | — |
| 2013 | 0.308 | — |
| 2012 | 0.206 | — |
| 2011 | -0.047 | — |
| 2010 | 0.168 | — |
| 2009 | 0.297 | — |
| 2008 | -0.332 | — |
| 2007 | 0.028 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.043 | 0.037 | 0.023 | 0.003 |
| 2023 | 0.038 | -0.006 | 0.034 | 0.030 |
| 2022 | -0.039 | -0.063 | -0.040 | 0.108 |
| 2021 | 0.062 | 0.057 | 0.024 | 0.034 |
| 2020 | -0.306 | 0.116 | -0.018 | 0.172 |
| 2019 | 0.082 | 0.015 | 0.018 | 0.074 |
| 2018 | -0.057 | 0.103 | -0.023 | -0.114 |
| 2017 | 0.025 | 0.003 | 0.025 | 0.023 |
| 2016 | -0.013 | 0.012 | 0.096 | 0.063 |
| 2015 | 0.049 | -0.003 | -0.067 | 0.035 |
| 2014 | 0.002 | 0.015 | -0.007 | 0.020 |
| 2013 | 0.102 | 0.024 | 0.077 | 0.076 |
| 2012 | 0.080 | -0.042 | 0.086 | 0.074 |
| 2011 | 0.007 | 0.007 | -0.094 | 0.037 |
| 2010 | 0.079 | -0.129 | 0.154 | 0.077 |
| 2009 | -0.094 | 0.164 | 0.210 | 0.016 |
| 2008 | -0.095 | -0.026 | -0.155 | -0.103 |
| 2007 | 0.029 | 0.037 | -0.020 | -0.016 |
| 2006 | 0.068 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.079 |
| 5 years | 0.130 |
| 10 years | 0.053 |